Take complete control over permissions through Custom Roles. With this feature, you're able to create new custom roles (other than guest, member, admin) like: super admin, editor, limited member, or any role that suits your needs!
Additionally, Workspace owners have the ability to designate who can create and edit Custom Roles.
Who can use Custom Roles?
Unlimited Custom Roles and Okta Support are available on our Enterprise Plan
By default, only the Workspace owner can create Custom Roles
Creating Custom Roles
Note: When first starting, Custom Roles will only be accessible by the Workspace Owner.
Visit your Workspace settings
Security & Permissions
New Rolelocated on the top right of the permissions table
Give your Role a name
Select what type of role this Custom Role belongs to
Customize the available permissions
Granting access to create Custom Roles
Some organizations may want to delegate the ability to manage Custom Roles to others, not just the Workspace owner. We've created a
Custom Role permission that helps do just that.
Note: This permission can only be enabled for a custom admin role.
Create a Custom Role based on the admin role
Turn on the Custom Role permission
Deleting Custom Roles
To delete a Custom Role, return to the Security and Permissions page.
Click on the
...menu next to the Custom Role name
Select a role to reassign users to
Okta support for Custom Roles
For Enterprise teams that use Okta for provisioning, Custom Roles fully integrate with Okta!
Any role created in ClickUp can be added as an option within Okta, making it easy to integrate Custom Roles into existing workflows.
Learn how to use Okta for Custom Roles.
Want to learn more?